Commercial Mortgage Financing Cortland NY

Looking for Commercial Mortgage Financing in Cortland? We have compiled a list of businesses and services around Cortland that should help you with your search. We hope this page helps you find Commercial Mortgage Financing in Cortland.

Mr. John E. Baringer Jr., CFP®
(607) 753-6785
25 Clinton Ave
Cortland, NY
Firm
Ameriprise Financial Services, Inc.
Areas of Specialization
Comprehensive Financial Planning, Education Planning, Estate Planning, Investment Management, Long-Term Care, Retirement Income Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000



Data Provided By:
Mr. William M. Murphy, CFP®
(607) 257-3282
PO Box 4178
Ithaca, NY
Firm
Linsco/Private Ledger
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Investment Management, Long-Term Care, Retirement Income Management
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. Nelson B. Mead, CFP®
(607) 391-7080
2415 North Triphammer Road
Ithaca, NY
Firm
Cornell Pochily Investment Advisors, Inc.
Areas of Specialization
Asset Allocation, Investment Management, Investment Planning, Retirement Income Management, Wealth Management

Data Provided By:
Ms. Beth Ann Prudence, CFP®
(607) 391-7080
2415 N Triphammer Rd Ste 1
Ithaca, NY
Firm
Cornell Pochily Investment Advisors
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Management, Life Transitions, Long-Term Care

Data Provided By:
Mr. Christopher James Milner, CFP®
(607) 257-0065
2251 N Triphammer Rd
Ithaca, NY
Firm
Tompkins Financial Advisors
Areas of Specialization
Investment Management, Retirement Income Management, Retirement Planning, Securities, Socially Responsible Investments, Wealth Management

Data Provided By:
Mr. Paul M. Sypher, CFP®
(607) 758-9930
23 Main Street
Cortland, NY
Firm
Prudential

Data Provided By:
Mr. Paul A. Strebel, CFP®
(607) 275-1275
944 Dryden Rd
Ithaca, NY
Firm
New Horizon Financial Strategi
Areas of Specialization
Accounting, Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning

Data Provided By:
Mr. Ross B. Feldman, CFP®
(607) 272-1990
401 East State Street, Suite 304
Ithaca, NY
Firm
Wholistic Wealth LLC
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Elder Care, Employee and Employer Plan Benefits

Data Provided By:
Ms. Catherine L. Haupert, CFP®
(607) 273-0037
119 E. Seneca St.
Ithaca, NY
Firm
Tompkins Trust Company

Data Provided By:
Mr. John M. Corsi, CFP®
(607) 272-1316
950 Danby Rd Ste 127
Ithaca, NY
Firm
Ameripirse Financial Services, Inc.
Areas of Specialization
Comprehensive Financial Planning, Elder Care, Estate Planning, Insurance Planning, Tax Planning
Key Considerations
Average Net Worth: $100,001 - $250,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided By:
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Documents to Prepare for Commercial Mortgage Financing

Banks and financial lenders require documentation to be submitted with commercial mortgage financing applications. As a general requirement, they ask for documents pertaining to the borrower's income and assets. Documentation requirements vary depending on the type of loan and its purpose.

Below is a checklist of common documentation requirements that you may use when preparing to get commercial mortgage financing . Not all may actually be required but you should at least have an idea of how to produce the documents should it be asked. The lender may request for original copies in order to validate your documents, but the originals will be returned after taking photocopies for their records.

Verification of Income Signed tax returns (1040's) or W2 forms - latest or past two filings Pay Stubs - the latest monthly pay stub (four stubs for weekly pay) Verification of Social Security and/or Pension benefits Rental Agreements or Leases (investment properties) Asset account statements (for past two months) where down payment is coming from (if purchasing) Verification of Assets Most recent bank statement (could be for 6, 12 or 24 month period) Stocks and/or Bonds dividends statements Gift letter (stating amount and date funds were transferred along with donor information) 401k statement (retirement savings) Loan Type Transaction Purchase Agreement contract Legal description of property (from site survey or existing title commitment) Copy of existing Site Survey Copy of recent property tax bills Hazard Insurance information sheet Verification of Mortgage / Land Contract / Rent Payment history for past 12 months Address of Investor or copy of payment coupon with address Home Improvement / Construction Plans and Specifications Construction Contract with licensed builder Copy of deed and survey for land owned Builder information Old appraisal info (if applicable) In addition some other miscellaneous documents may be required. For example,...

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